Relationship Manager-Financial services-Surat-40k

Surat - India

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Profile:Relationship manager-Financial services-Surat-40k

Experience:

Minimum 1 year in Mutual Fund Sales (Mandatory)
Experience handling HNI / UHNI clients preferred

Salary Range: 30k to 40k

Roles:

Manage HNI/UHNI clients by acquiring servicing and retaining relationships
Promote and sell Mutual Funds PMS AIF and Equity products
Build and grow AUM and client portfolio as per targets
Provide investment advice based on market knowledge
Maintain regular client engagement through updates and reports
Develop strong client relationships through networking
Track market trends and share insights with clients

Qualification:

Graduate in Commerce / Finance / Business Administration
NISM certification preferred

Required Skills:

Mutual Fund salesCapital MarketsFinancial Productsrelationship managementEquityDebtsHNIPMSAIFAUMInvestment Advisorymarket trends

Profile:Relationship manager-Financial services-Surat-40k Experience: Minimum 1 year in Mutual Fund Sales (Mandatory) Experience handling HNI / UHNI clients preferred Salary Range: 30k to 40k Roles: Manage HNI/UHNI clients by acquiring servicing and retaining relationships Promote and sell ...